What are the responsibilities and job description for the Licensed Financial Services Representative position at Charles Schwab?
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
We offer a competitive pay and bonus package. Starting compensation for this location ranges from $52,500 - $69,100 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
What you haveSuccessful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required Qualifications
- Active FINRA Series 7 & 63 Licenses
- Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
Preferred Qualifications
- 1 years of customer service experience
- 1 years of client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
- Ability to adapt to changes in the market and business
- Robust communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proficient in Client Relationship Management (CRM) platforms
- Strong candidates will also have previous experience in Financial Representative role
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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About the Company:
Charles Schwab
Schwab has earned high praise in 2016 for its heritage of innovation, contemporary wealth management capabilities, and workplace culture.
Selected as one of the FORTUNE Top 50 “World’s Most Admired Companies®”, Schwab ranked #1 for Innovation and Social Responsibility in Key Attributes of Reputation and #2 in the Securities and Asset Management category.
Schwab received a fifth consecutive win of the Gallup® Great Workplace Award, placing Schwab among the top 35 companies recognized for having the most engaged workforces in the world.
Schwab’s commitment to challenging the industry status quo, delivering excellent client service supported by strong corporate governance practices, is due to our strong leadership team and Board of Directors.
Company Size:
50 to 99 employees
Industry:
Banking
Founded:
1976
Website:
https://www.aboutschwab.com/
